A complete list of active advisors currently associated with Protocol Wealth, LLC

Warmer can help you find a great advisor at Protocol Wealth, LLC or one who fits your needs even better.

Protocol Wealth serves individual investors (including high‑net‑worth clients) as well as a range of institutional and non‑traditional clients such as cryptocurrency founders, DAOs, foundation treasuries, trusts, and other registered advisers or pooled investment vehicles. The firm offers comprehensive wealth management, financial planning, portfolio management of both traditional securities and digital assets, plus sub‑advisory and institutional consulting services. The firm’s investment approach combines traditional fundamental and macro analysis with specialized onchain and crypto research, applying strategies such as staking, DeFi yield opportunities, liquidity provision, and derivatives for hedging when appropriate. Protocol Wealth uses a co‑intelligence model—AI tools support research and client reporting under human oversight—and it manages a substantial portion of reported assets on a non‑discretionary or consulting basis rather than solely as discretionary accounts. Protocol Wealth is notable among peers for offering subscription‑style monthly retainers and project‑based fixed fees in addition to asset‑based arrangements, and for accepting modern payment options including crypto in certain cases. It also provides proprietary client technology (PW Nexus and PW Dashboard), works as a sub‑adviser to funds and other RIAs, and uses institutional‑grade crypto custody and MPC wallet arrangements (with third‑party backup) to support onchain management and reduce single‑party control of clients’ digital assets.

To learn more about the advisors currently working at Protocol Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.